Market Cap
$6.0B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 21, 2026 | DA Davidson | INITIATE | Buy | 53% |
| Aug 13, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| Aug 6, 2026 | Guggenheim | MAINTAIN | Buy | 52% |
| May 11, 2026 | Cantor Fitzgerald | MAINTAIN | Neutral | 49% |
| May 7, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Apr 30, 2026 | Guggenheim | UPGRADE | Buy | 52% |
| Apr 21, 2026 | GLJ Research | INITIATE | Hold | 52% |
| Apr 15, 2026 | Stifel | MAINTAIN | Buy | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 4 | 4 | 0 | 0 | 67% | |
| Aug 1, 2026 | 4 | 2 | 5 | 0 | 0 | 55% | |
| Jul 1, 2026 | 4 | 2 | 5 | 0 | 0 | 55% | |
| Jun 1, 2026 | 3 | 2 | 6 | 0 | 0 | 45% | |
| May 1, 2026 | 3 | 3 | 5 | 0 | 0 | 55% | |
| Apr 1, 2026 | 3 | 3 | 5 | 0 | 0 | 55% | |
| Mar 1, 2026 | 3 | 3 | 5 | 0 | 0 | 55% | |
| Feb 1, 2026 | 3 | 3 | 5 | 0 | 0 | 55% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.31 | $1.26–$1.36 | 17.7% | +11.1% | 3↑ 1↓ | $1.2B | 5 |
| Next Q | $1.21 | $1.17–$1.26 | 12.0% | +8.0% | 3↑ 1↓ | $1.2B | 5 |
| Current FY | $5.34 | $5.20–$5.53 | 35.1% | +15.6% | 5↑ 0↓ | $4.7B | 6 |
| Next FY | $6.01 | $5.51–$6.37 | 12.7% | +17.5% | 5↑ 0↓ | $5.2B | 6 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.306 | — |
| 7d ago | $1.310 | -0.004 |
| 30d ago | $1.176 | +0.130 |
| 60d ago | $1.176 | +0.130 |
| 90d ago | $1.186 | +0.120 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 6,593,812 | $1.1B | 19.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,638,646 | $437.9M | 7.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,304,744 | $382.5M | 6.8% | — |
| STATE STREET CORP | 1,693,806 | $281.1M | 5.0% | — |
| Invesco Ltd. | 1,569,546 | $260.5M | 4.6% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,455,926 | $241.7M | 4.3% | — |
| WASATCH ADVISORS LP | 1,196,538 | $198.6M | 3.5% | TRIM -60.3% |
| Capital International Investors | 1,099,806 | $182.5M | 3.3% | — |
| DIMENSIONAL FUND ADVISORS LP | 1,048,171 | $173.9M | 3.1% | — |
| Capital World Investors | 1,028,743 | $170.7M | 3.0% | ADD +67.5% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| WASATCH ADVISORS LP | TRIM | 3,017,249 | 1,196,538 | -60.3% | $198.6M |
| Capital World Investors | ADD | 614,312 | 1,028,743 | +67.5% | $170.7M |
| GOLDMAN SACHS GROUP INC | ADD | 376,089 | 614,240 | +63.3% | $101.9M |
| JANE STREET GROUP, LLC | DOUBLED | 72,199 | 455,361 | +530.7% | $75.6M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | NEW | — | 450,760 | — | $74.8M |
| DRIEHAUS CAPITAL MANAGEMENT LLC | TRIM | 515,769 | 360,544 | -30.1% | $59.8M |
| WESTWOOD HOLDINGS GROUP INC | TRIM | 636,007 | 334,503 | -47.4% | $55.5M |
| Nuveen, LLC | ADD | 195,553 | 270,820 | +38.5% | $44.9M |
| Qube Research & Technologies Ltd | ADD | 169,792 | 248,720 | +46.5% | $41.3M |
| BANK OF AMERICA CORP /DE/ | ADD | 144,724 | 239,733 | +65.6% | $39.8M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 31, 2026 | Rosenthal Dale | Director | AWARD | 203 | $128.99 | $26.2K |
| Aug 31, 2026 | Ryan Edward A | Director | AWARD | 121 | $128.99 | $15.6K |
| Aug 17, 2026 | SPARBY DAVID M | Director | BUY | 1,000 | $144.95 | $144.9K |
| Aug 7, 2026 | Sanderson Paul R. | VP, CLO & Corporate Secretary | SELL | 3,300 | $136.69 | $451.1K |
| May 29, 2026 | Ryan Edward A | Director | AWARD | 100 | $154.72 | $15.5K |
| May 29, 2026 | Rosenthal Dale | Director | AWARD | 169 | $154.72 | $26.1K |
| May 22, 2026 | Sznewajs Timothy Ryan | VP of Corp. Dev. & Strategy | TAX W/H | 1,361 | $148.65 | $202.3K |
| May 12, 2026 | DELLA ROCCA MICHAEL | Director | AWARD | 1,015 | — | — |
| May 12, 2026 | Rosenthal Dale | Director | AWARD | 1,184 | — | — |
| May 12, 2026 | Hernandez Helena Mercedes | Director | AWARD | 1,015 | — | — |